Welcome,
Ms. Clarice.
This guide will teach you how to use Canopy — CK2's client-facing system — so you can answer phone calls with confidence and explain pricing, services, and what clients need to send us.
Everything in this guide uses the exact words that appear on the buttons and menus. If this guide says "click Clients," that's what the button actually says.
Canopy is where client work lives.
Canopy is the system CK2 uses to manage everything that touches a client — their documents, their engagement letters, their billing, and their communication with us.
Think of it like the firm's filing cabinet, pricing menu, and client inbox — all in one place on the computer.
Go to canopy.com in your web browser and sign in with the email and password Keith or Ty gave you. Once you're in, you'll see the left sidebar with icons.
Canopy = Client work. Everything that touches a client's file, documents, billing, or communication lives in Canopy.
Asana = Internal work. Team tasks, announcements, SOPs, and internal communication live in Asana.
Don't mix them.
Know the services before the phone rings.
Tax Resolution Services (IRS notices, audits, liens) · Estate Planning & Taxation · Business Consultation · Grant Application Support
Phone: (215) 621-7936 · Fax: (215) 501-5533
Email: financials@ck2financials.com
Address: 333 E. City Ave, Two Bala Plaza, Suite 305, Bala Cynwyd, PA 19004
Hours: Mon/Wed/Thu/Fri 9–5, Tue 11–7, Sat 10–3 (1st & 3rd only, tax season)
Individual 1040 — Three Packages
Always confirm current pricing with Keith before quoting a specific dollar amount to a client. Prices can change. When a caller asks "How much?", give the package overview and say: "Let me confirm the current rate and have someone follow up with you." Never guess.
"We offer three packages for individual tax returns — a basic option for simple W-2 returns, a standard option if you have freelance income or rental property, and a premium option for more complex situations. I'd love to have one of our accountants walk you through which package fits your situation. Can I get your name and a good callback number?"
Business Returns — Three Packages
"We prepare S-Corp, LLC, and corporate returns. We have packages that range from a basic federal-and-state filing up to a comprehensive return with full tax planning. The right package depends on how many states you file in, whether you need K-1s, and how complex your business structure is. Let me connect you with one of our accountants who can review your situation."
Monthly Bookkeeping + IRS Help
How to handle the most common calls.
1. Never guess a price. Give the package overview, then hand off to Keith or the team.
2. Always get their name and phone number. Every caller is a potential client.
3. Be warm. You're great with people — that's your superpower. The pricing details are backup, not the main event.
How to look up a client.
When a client calls and you need to check their account, here's how to find them:
If a caller says "I'm already a client," look them up in Clients. If they're new, take their name and number and let Keith know.
When you open a client, you'll see these tabs across the top. You don't need to use all of them — just know what they are.
When they ask, "What do I need to send?"
CK2 has 8 document checklists built in Canopy. You don't need to send these yourself — the team will. But you should know they exist so you can reassure callers.
Clients get a secure link from CK2 — they click it, upload their files, and they're done. No login or password needed. Every file they upload is automatically renamed and sorted by Canopy's AI.
• W-2 from every employer
• Any 1099 forms (interest, dividends, retirement, freelance)
• Prior year tax return (federal & state)
• Photo ID (driver's license or passport)
• Social Security cards for everyone in the household
Keep this handy. Print it out.
1. Never quote a final price without Keith's okay.
2. Always collect the caller's name and phone number.
3. Be warm and confident — you know what CK2 offers. That's enough.
Look up a client: Sidebar → Clients (people icon) → search by name
Check their engagement: Open client → Engagements tab
See their documents: Open client → Files tab
See pricing templates: Sidebar → Templates (grid icon) → Engagement
You don't need to know every detail of the tax code. Your job is to answer the phone warmly, explain what CK2 offers, and connect the caller to the right person. This guide gives you everything you need to do that with confidence.